Administrative Associate, Wealth Management

Scotiabank; Vancouver; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading financial institution in Vancouver is seeking an Administrative Associate to support Wealth Advisors through client administration, marketing assistance, and collaboration. The ideal candidate will have experience in the securities industry, exceptional organizational skills, and a strong client service ethic. This role offers competitive compensation and a collaborative work environment.

Benefits

Competitive Compensation and Benefits

Annual incentive plans

Pension Plan

Employee Share Ownership Plan

Learning and Development opportunities

Qualifications

• Experience in the securities industry.
• Approval as an Investment Representative (IR) with CIRO.
• Excellent verbal and written communication skills.
• Strong organizational skills.
• Ability to take initiative and work independently.
• Meticulous attention to detail and excellent time management skills.
• Exceptional client service skills.

Responsibilities

• Manage all administrative processes and escalations.
• Respond to client inquiries and resolve issues promptly.
• Provide marketing assistance and coordinate events.
• Support business growth through tracking reports.
• Collaborate with various departmental contacts.

Skills

Experience in the securities industry

Approval as an Investment Representative (IR) with CIRO

Excellent verbal and written communication

Strong organizational skills

Ability to take initiative and work independently

Meticulous attention to detail

Exceptional client service skills

Job description

A leading financial institution in Vancouver is seeking an Administrative Associate to support Wealth Advisors through client administration, marketing assistance, and collaboration. The ideal candidate will have experience in the securities industry, exceptional organizational skills, and a strong client service ethic. This role offers competitive compensation and a collaborative work environment.